See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $775 |
Filed as: MML INVESTOR SERVICES LLC Service code 61 · EIN 04-1590850 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,303 | $44,221-15.6% | $121,196-69.2% | $56,287-33.7% |
| Participation rate | 77.0% | 61.1%+15.9pp | 71.7%+5.2pp | 69.9%+7.1pp |
| Annual return | -6.60% | -3.58%-3.0pp | 16.93%-23.5pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,011 | $1,480-31.7% | $4,022-74.9% | $2,111-52.1% |
| Participant deferral / active EE | $2,880 | $2,521+14.2% | $3,344-13.9% | $3,350-14.0% |
| Admin fee / account holder | $5 | $480-99.0% | $5,019-99.9% | $521-99.0% |